 | WELCOME TO THE WP&BC SEATTLE CHAPTER |
Register today for the 2026
WP&BC Seattle Chapter's Annual Spring Seminar
WP&BC is one of the premier employee benefits educational and professional organizations in the western United States. Since 1954, the Seattle Chapter has sponsored quarterly educational programs, networking events, and an annual full-day conference that addresses the latest legal requirements and administrative realities affecting retirement, health and welfare, and employee benefit professionals.
The 2026 Spring Seminar will provide attendees with an opportunity to learn about important retirement, health and welfare, and employee benefit topics from preeminent speakers. It is an important educational opportunity for our local and national employee benefits experts.
AGENDA
8:00 - 8:30
Registration Coffee & Light Breakfast
8:30-8:45
Welcome Address
8:45 - 9:30
Washington D.C. Update
Kendra Isaacson, Principal, Mindset & former senior advisor for Senator Patty Murray
9:30 - 10:15
Keynote Sponsor Address
Sam Henson, Partner, Creative Planning
10:15 - 10:30
Break
10:30 - 11:30
What to Expect in a DOL Investigation - Retirement & Health and Welfare Plans
Chris Swanson, Deputy Regional Director, Department of Labor
Kristy Buckley, Buckley Maxwell Dixon Dolezal
11:30 - 12:30
Litigation Update - Retirement & Health and Welfare Plans
Brad Huss, Partner, Trucker Huss
Partner, Davis Wright Tremaine
12:30 - 1:30
Hosted Lunch Buffet
(Presentation TBD)
1:30 - 3:00
Hot Topics and Practical Solutions for Retirement Plans
Sherrie Boutwell, Partner, Boutwell Fay
(Additional Panel Speakers TBA)
Moderator: Scott Fisher, Institutional and Retirement Plan Advisor,
Waverly Advisors
3:00 - 3:15
Break - Snacks, soft drinks
3:15 - 4:15
Artificial Intelligence & Automation in Benefits
Victor Li, Business System Analyst, Baker Tilly
Bill Bereck, Sr. Manager, Global Retirement & Investments, Amazon
4:15-5:15
Fireside Chat with Lisa Gomez & Phyllis Borzi
Moderator: Bruce McNeil, Partner, Leech Tishman
5:15-7:00
Reception and Vendor Tables
Appetizers & bar – 2 drink tickets provided
This location reserved for our 2026 Sponsors*
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Location Sponsor
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Keynote
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Gold
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* Sponsorship offers your organization an easy and effective opportunity for business development opportunities and greater visibility and name recognition among employee benefit professionals. For more information visit the WP&BC Spring Seminar 2026 Sponsorship Opportunities on our website.
For any questions contact the WP&BC Seattle Chapter administrator at (206) 653-7259 or wpbcseattle@gmail.com, or send an email to the 2026 Spring Seminar Co-Chairs:
Lauren Mamaghani - laurenmamaghani@boutwellfay.com
Sarah Dixon - sarah@bmddlaw.com